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ROOT FINANCIAL PARTNERS
ROOT FINANCIAL PARTNERS, LLC
CRD 290289 · SEC 801-125945
801 BARTON SPRINGS RD, AUSTIN, TX, 78704, United States
Phone
(760) 452-0720
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.15B
Discretionary AUM
$2.14B
Team
65 total employees; 59 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $83.4M |
| High net worth individuals | 643 | $2.06B |
| Pension/profit sharing plans | 6 | $6.7M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.instagram.com/rootfinancialpartners/
- HTTPS://WWW.LINKEDIN.COM/IN/JAMESCONOLE/
- https://www.linkedin.com/company/root-financial-partners/
- HTTPS://ROOTFINANCIALPARTNERS.COM/
- HTTPS://WWW.FACEBOOK.COM/ROOTFINANCIALPARTNERS/
- HTTPS://TWITTER.COM/JAMESCONOLE
- https://www.youtube.com/c/rootfinancialpartners
- https://www.skool.com/rootcollective
Official SEC filing: View on IAPD